Managed Portfolio Service

  • Five standard strategies from Cautious through Balanced to Growth
  • Balanced Income option
  • New Passive and Sustainable Future strategies
  • Experienced management team
  • Focus on smoothing volatility to help with target returns
  • Diversified portfolios of funds with daily liquidity
  • Quarterly rebalancing based on asset allocation and fund selection
  • Interim rebalancing if required
  • Regular updates with IFAs who handle valuations and reporting
  • Monthly fact sheets and market reviews
  • Available on AEGON, Ascentric, Aviva, Elevate, FundsNetwork, Novia, Old Mutual, Standard Life and Succession
  • Scope to add other platforms as required

The features of the portfolios available are:

Portfolio Max. risk ratingAssumed return p.a.Combined fee
Cautious 33-5%0.87%
Cautious Balanced44-6%0.93%
Balanced 55-7%0.99%
Balanced Income 5 5-7% 0.99%
Balanced Growth 6 6-8% 1.03%
Growth 7 7-9% 1.04%

Risk rating based on Dynamic Planner; indicative returns only and net of fees; combined fee based on 0.45% management fee including VAT and Ongoing Fund Charge for portfolios between 0.42% for Cautious and 0.59% for Growth, excluding transaction and ancillary charges.

June 2020